BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$1.63M
3
+$1.23M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$853K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$665K

Top Sells

1
+$6.29M
2
+$4.17M
3
+$1.39M
4
UGI icon
UGI
UGI
+$1.31M
5
AMZN icon
Amazon
AMZN
+$656K

Sector Composition

1 Financials 16.58%
2 Healthcare 14.61%
3 Technology 14.16%
4 Consumer Discretionary 8.29%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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498
252
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-245
253
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10,000
254
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256
$83K 0.01%
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257
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258
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259
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800
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261
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262
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263
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264
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265
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266
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268
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269
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275
$69K 0.01%
863
9 10
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